Top 5 CRM systems for financial services

Julian has an excellent knowledge of GoHighLevel... .

Steve Rees - Activate Business Development
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🎓 HighLevel Live Training Workshop #8 : Websites & Funnels – 2nd June 2026

We’re rolling into Week 8 of the live & updated MarketerM8 Live HighLevel Workshop Series — and this week, we’re diving into the two most powerful tools for converting visitors into leads: websites and funnels. This week’s live & updated workshop: Websites & Funnels in HighLevel📅 Live on Tuesday {{custom_values.68__websites__funnels_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to build high-converting pages without needing a developer💸 Free for all HighLevel users If you’re still paying for tools like Wix, ClickFunnels or LeadPages – stop. HighLevel can do all of that, and more. Is your website already built in WordPress – no problem – why not move it over to the super quick HighLevel hosting and then plug in HighLevel automation? In this session, you’ll learn how to:✅ Build landing pages and funnels that actually convert✅ Understand the difference between a website and a funnel (and when to use each) ✅ Create engagement and capture leads with LiveChat and VoiceAI on your website✅ Add forms, calendars, video, and tracking✅ Connect domains and publish your pages✅ Set up A/B tests and simple lead magnets Whether you’re starting from scratch or looking to optimise what you’ve already built, this workshop will show you how to launch pages that do the heavy lifting. ✅ Already signed up? You will get reminders sent to your inbox✅ Not booked yet? Grab your free place here: Click to register 📚 Want to see what’s coming up in the full series?👉 Check out the full 12-week workshop menu Let’s build a funnel that works while you sleep. See you there?
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WhatsApp Voice Calling Has Arrived in HighLevel

This is a big update for businesses using HighLevel. WhatsApp voice calling is now available inside HighLevel, giving businesses another way to communicate with leads and customers directly from the platform. For many businesses, WhatsApp has already become one of the most important communication channels. Until now, most interaction inside HighLevel focused on WhatsApp messaging. The addition of voice calling now opens the door to faster conversations, quicker support, and more personal communication without leaving the CRM. Some potential use cases include: Sales teams calling warm leads directly from WhatsApp conversations Customer support follow-up calls Appointment confirmations International communication without traditional phone costs AI and automation workflows triggering WhatsApp conversations before a live call This is another sign that HighLevel is continuing to evolve into a true all-in-one communication platform, bringing together email, SMS, phone, social messaging and now WhatsApp voice calls in one place. If you are already using WhatsApp inside HighLevel, it is worth reviewing your current setup and workflows to see where voice calling could improve response times and customer experience. For setup details, see the official HighLevel support guide here: WhatsApp Voice Calling in HighLevel . Want to Talk About HighLevel? Chat About HighLevel on WhatsApp If you would like help setting up HighLevel, WhatsApp integration, automation or AI tools, feel free to message us on WhatsApp at +44 7897 031750. We are always happy to chat about HighLevel and help point you in the right direction. Written by Julian Mills – HighLevel consultant and marketing strategist. About Julian Mills.
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🎓 HighLevel Live Training Workshop #7 : Forms, Surveys & Quizzes – 15th September 2026

Next up in the MarketerM8 Live HighLevel Workshop Series — we’re talking about how to capture better leads and get better data using the tools already built into HighLevel. This week’s workshop: Forms, Surveys & Quizzes in HighLevel📅 Live on Tuesday {{custom_values.67__forms_surveys__quizzes_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to qualify leads, gather insights, and create interactive experiences💸 Free for all HighLevel users Whether you’re trying to capture basic contact details or run full onboarding surveys, HighLevel has the tools — and this session will show you how to use them properly. You’ll learn how to:✅ Build branded lead capture forms that feed into your CRM✅ Create surveys to gather feedback or pre-qualify leads✅ Use quizzes to create engaging lead magnets✅ Trigger workflows based on form and survey responses✅ Embed forms and quizzes on funnels, websites, and emails This is your chance to stop using clunky third-party tools and start using HighLevel as your all-in-one solution. ✅ Already registered? Your Zoom link is in your inbox✅ Not signed up yet? Click here to book your spot 📚 Want to see what else is coming up in the series?👉 View the full workshop menu Let’s make your lead capture smarter — and more powerful. See you there?
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How Professional Services, Dentists and Agencies Use HighLevel To Build Automated Referral Programmes

Many businesses already grow through referrals. But most referral programmes are still managed manually. A business owner might ask clients for referrals, reward introducers informally, track recommendations in spreadsheets, manually follow up with partners, forget where leads came from, or struggle to keep referral partners engaged. This is especially common in offline and service-based businesses such as dentists, professional services firms, marketing agencies, mortgage brokers, estate agents, clinics, trades businesses, coaches and martial arts schools. These businesses often rely heavily on referrals, recommendations and strategic partnerships. But very few have a proper referral management system. This is where HighLevel becomes interesting. Because HighLevel is not just an ecommerce affiliate platform. It can also be used as a referral programme management system for lead generation and appointment-based businesses. Most Affiliate Software Was Built For Ecommerce When people search for affiliate software or referral programme software, they usually find tools focused on ecommerce. These systems are typically designed for online stores, product sales, influencer marketing, discount codes and commission tracking for purchases. That works well for online retail. But it is often not the right fit for offline or service businesses. A dentist does not usually care about discount code tracking, shopping carts or influencer storefronts. A dentist cares about consultation bookings, Invisalign enquiries, implant consultations and cosmetic dentistry leads. A professional services firm may care about discovery calls, qualified enquiries, strategy sessions, initial consultations and proposal meetings. A marketing agency may care about booked strategy calls, qualified leads and demo appointments. This is where HighLevel’s approach becomes more interesting. HighLevel Can Reward Leads And Appointments, Not Just Sales One of the most important features inside HighLevel’s Affiliate Manager is that businesses can reward more than just purchases. HighLevel can support referral tracking around leads generated, forms completed, appointments booked, consultations requested, demo calls, survey submissions and applications completed. This means a service business can build a referral programme around lead generation rather than ecommerce transactions. A Dentist Could Reward: Invisalign consultation bookings Cosmetic dentistry enquiries Implant assessments A Professional Services Firm Could Reward: Booked discovery calls Qualified enquiries Initial consultations Strategy sessions Proposal meetings A Marketing Agency Could Reward: Booked demos Marketing audits Consultation appointments A Mortgage Broker Could Reward: Mortgage enquiries First-time buyer appointments Remortgage consultations This makes HighLevel much more relevant for offline and appointment-driven businesses. HighLevel Is More Than Affiliate Tracking Software Most affiliate software focuses heavily on referral links, clicks, coupon codes, commissions and ecommerce attribution. HighLevel combines affiliate and referral tracking with CRM, pipelines, automation, email marketing, SMS, WhatsApp, Voice AI, calendars, document signing and workflows. This means businesses can manage the entire referral relationship, not just the commission tracking. That is the key difference. Recruiting Referral Partners With HighLevel Many offline businesses recruit referral partners manually. These could include networking contacts, strategic partners, local businesses, previous clients, introducers and ambassadors. Often there is no structured system behind this. With HighLevel, businesses can build a dedicated referral recruitment process. For example, this could include a referral programme landing page, online application form, automated follow-up, onboarding sequences, appointment booking, pipeline management and document signing. Potential referral partners can move through stages such as: Applied Under review Approved Agreement sent Onboarding started Active partner Inactive partner VIP partner This turns referrals into a managed business process rather than an ad hoc informal arrangement. Using HighLevel To Onboard Referral Partners One of the biggest problems with referral programmes is poor onboarding. Most businesses simply send a referral link, send a short email and hope the partner starts referring people. But referral partners often need training, examples, messaging, reminders, campaign ideas, FAQs and promotional assets. HighLevel allows businesses to automate this process. For example, once approved, a referral partner could automatically receive welcome emails, WhatsApp onboarding, referral instructions, marketing materials, swipe copy, training videos, booking links and AI chatbot support. This makes referral partners much more likely to become active. Using Pipelines To Manage Referral Relationships One overlooked feature is using HighLevel pipelines to manage referral partners. Many businesses already use pipelines for sales leads, customer onboarding and projects. But pipelines can also manage referral recruitment, affiliate onboarding, inactive partners, high-performing introducers and strategic partnerships. This gives businesses visibility into who is referring leads, who is inactive, who needs follow-up and who deserves additional incentives. WhatsApp And Voice AI Open Up New Possibilities HighLevel also includes WhatsApp integration, Voice AI, AI workflows and conversational automation. This allows referral programmes to become more interactive. For example, referral partners could receive WhatsApp updates, inactive partners could receive automated reminders, Voice AI could answer referral FAQs, AI workflows could route enquiries automatically, and partners could book calls directly through automation. This is far more advanced than simply emailing out referral links. Document Signing Can Professionalise Referral Programmes HighLevel also includes document signing functionality – just like Docusign or Panda Docs. This allows businesses to automate referral agreements, partnership terms, commission agreements and ambassador contracts. For example: Referral partner applies Application is approved Agreement is automatically sent Partner signs online Onboarding sequence begins This creates a much more professional referral programme. Direct Mail Could Become Part Of The Referral Strategy Many referral programmes focus only on digital communication. But offline businesses could also use direct mail. For example, dentists could send referral packs to local businesses, professional services firms could send partnership invitations, and agencies could send printed campaign guides. HighLevel can integrate with direct mail fulfilment systems such as STANNP in the UK. This means workflows could trigger welcome letters, referral packs, thank you cards and printed campaign materials. This helps referral relationships feel more personal. Why This Matters Many businesses are already getting referrals. But they are not managing referrals systematically. They are not tracking referral activity properly, onboarding partners consistently, nurturing introducers, reactivating inactive partners, automating communication or rewarding appointments effectively. HighLevel gives service businesses a way to build structured referral systems inside a CRM and automation platform. That could become increasingly important as businesses look for alternatives to expensive Read more…
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Why Klaviyo and HighLevel Could Become Your Ultimate AI-Powered Ecommerce Marketing Stack

Over the past couple of years I have increasingly seen ecommerce businesses wanting more than just email marketing. They want operational automation, conversational AI, WhatsApp communication, AI voice systems, better customer lifecycle management, smarter retention marketing and more personalised customer experiences. And increasingly, ecommerce businesses are realising that email marketing alone is no longer enough. This is why the new integration between GoHighLevel and Klaviyo is potentially such a big development. Because this is no longer just about connecting two software tools together. It is about combining ecommerce intelligence, operational automation, conversational AI, omnichannel communication and customer lifecycle management into one connected ecosystem. And this is where things get very interesting. The New Native Klaviyo Integration HighLevel recently introduced native Klaviyo workflow actions and triggers, allowing the two platforms to communicate directly inside HighLevel workflows. You can read the official changelog announcement here: Klaviyo Workflow Actions & Triggers for HighLevel. This is a major development because previously businesses often needed Zapier, Make, complex APIs, middleware or custom webhooks to create meaningful synchronisation between ecommerce data and operational workflows. Now much of this can happen natively inside HighLevel CRM workflows. HighLevel Is Becoming an AI Operating System This is the big picture many people are still missing. HighLevel is no longer simply a CRM, funnel builder, email platform or agency tool. It is increasingly becoming an AI-powered business operating system. That matters enormously for ecommerce businesses using Klaviyo. Because while Klaviyo is extremely strong at ecommerce lifecycle marketing, it historically lacked AI voice systems, conversational AI, operational CRM automation, pipelines, AI receptionists, appointment booking systems, advanced workflow orchestration, document signing, internal operational workflows, reputation management, communities and memberships. This is where HighLevel changes the game. The integration effectively allows ecommerce brands to layer HighLevel’s AI and operational capabilities on top of Klaviyo’s ecommerce intelligence engine. First. What Is Klaviyo Best At? Klaviyo remains one of the strongest ecommerce marketing platforms available. It excels at ecommerce email marketing, SMS marketing, customer segmentation, abandoned cart recovery, purchase behaviour tracking, customer lifetime value analysis, product recommendations, ecommerce retention campaigns and Shopify integrations. Klaviyo deeply understands ecommerce customer behaviour. It knows what customers buy, when they buy, how often they buy, what products they browse, what they abandon and how much they spend. This makes it exceptional at ecommerce retention marketing. What Is HighLevel Best At? HighLevel CRM focuses on operational automation and customer communication. Its strengths include AI voice agents, AI receptionists, CRM pipelines, appointment scheduling, WhatsApp messaging, WhatsApp voice calling, workflow automation, funnels and websites, review management, document signing, communities and memberships, customer onboarding, multi-channel conversations and sales automation. Rather than replacing Klaviyo, HighLevel extends it into areas ecommerce businesses previously struggled to automate properly. Why These Platforms Complement Each Other So Well Klaviyo handles ecommerce intelligence. HighLevel handles operational automation and AI-driven customer experience. Together they can create a genuinely advanced ecommerce ecosystem. And importantly, businesses do not necessarily need to replace the ecommerce tools they already love. Instead they can extend them. Why This Matters In 2026 Ecommerce is becoming more competitive every year. Customer acquisition costs continue to rise. Email inboxes are crowded. Paid advertising is more expensive. Margins are tighter. And customers increasingly expect instant communication, personalised experiences, conversational support, omnichannel communication, faster responses and seamless onboarding. This is why conversational commerce is becoming so important. The businesses that win over the next few years are likely to be the ones that combine ecommerce intelligence, AI automation, human-style communication and operational efficiency into one connected customer experience. Ironically, the future of ecommerce may involve more human-feeling communication, not less. AI voice, WhatsApp and automated direct mail could make ecommerce brands feel more personal than many traditional businesses. Below are some examples and possible ways that Klavio and HighLevel can compliment each other: Example 1. VIP Customer Concierge System A Shopify customer spends over £750. Klaviyo detects the behaviour. This triggers a HighLevel workflow that creates a VIP sales opportunity, alerts a sales representative, sends a personalised WhatsApp message, launches a VIP onboarding sequence, offers a private consultation booking, triggers an AI voice outreach call and sends digital onboarding documents for signing. Imagine a luxury skincare brand, jewellery company or premium fitness brand offering this kind of personalised experience automatically. This moves ecommerce beyond transactional selling into relationship marketing. Example 2. AI WhatsApp Customer Service A customer visits your store repeatedly but has questions before purchasing. Instead of relying only on email, HighLevel AI responds via WhatsApp, voice conversations can happen directly through WhatsApp voice calling, AI answers product questions, support tickets are generated automatically, appointments can be booked directly from chat and conversations are logged inside the CRM. Meanwhile Klaviyo continues product nurturing, abandoned cart flows, promotional campaigns and ecommerce retention marketing. This creates a far more modern conversational ecommerce experience. Example 3. High-Ticket Ecommerce Sales Pipelines A customer repeatedly views a £2000 product but never checks out. Klaviyo identifies high intent behaviour. HighLevel then creates a pipeline opportunity, assigns the lead to a salesperson, sends a WhatsApp message, triggers an AI outbound voice call, sends a calendar booking link, offers a free strategy consultation, automatically sends quotation documents and handles digital signatures through HighLevel. This could work extremely well for luxury furniture, solar companies, fitness equipment, cosmetic clinics, premium coaching and home improvement companies. Example 4. Ecommerce + Contracts + Document Signing Many ecommerce businesses are evolving into hybrid service businesses. For example, subscription services, coaching programmes, premium product onboarding, wholesale partnerships, reseller agreements and franchise systems. Using HighLevel document signing, contracts can be generated automatically, reseller agreements can be signed digitally, onboarding paperwork can be automated and invoices and proposals can be approved online. Triggered directly from Klaviyo customer events, this takes ecommerce far beyond simply selling products online. Example 5. AI-Powered Win-Back Campaigns Customer has not purchased for 120 days. Klaviyo detects inactivity. HighLevel workflow then sends a WhatsApp message, triggers an AI voice call, creates a reactivation pipeline, alerts the sales team, offers a Read more…
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🎓 HighLevel Live Training Workshop #8 : Websites & Funnels – 2nd June 2026

We’re rolling into Week 8 of the live & updated MarketerM8 Live HighLevel Workshop Series — and this week, we’re diving into the two most powerful tools for converting visitors into leads: websites and funnels. This week’s live & updated workshop: Websites & Funnels in HighLevel📅 Live on Tuesday {{custom_values.68__websites__funnels_date}} at 12 noon (via Zoom)🎯 Who it’s for: HighLevel users who want to build high-converting pages without needing a developer💸 Free for all HighLevel users If you’re still paying for tools like Wix, ClickFunnels or LeadPages – stop. HighLevel can do all of that, and more. Is your website already built in WordPress – no problem – why not move it over to the super quick HighLevel hosting and then plug in HighLevel automation? In this session, you’ll learn how to:✅ Build landing pages and funnels that actually convert✅ Understand the difference between a website and a funnel (and when to use each) ✅ Create engagement and capture leads with LiveChat and VoiceAI on your website✅ Add forms, calendars, video, and tracking✅ Connect domains and publish your pages✅ Set up A/B tests and simple lead magnets Whether you’re starting from scratch or looking to optimise what you’ve already built, this workshop will show you how to launch pages that do the heavy lifting. ✅ Already signed up? You will get reminders sent to your inbox✅ Not booked yet? Grab your free place here: Click to register 📚 Want to see what’s coming up in the full series?👉 Check out the full 12-week workshop menu Let’s build a funnel that works while you sleep. See you there?
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Top 5 CRM systems for financial services

🎓 HighLevel Live Training Workshop #9 : Social Media & Reputation Management – 9th June 2026

🎓 HighLevel Level Training Workshop #10 : Courses & Communities – 16th June 2026

🎓 HighLevel Live Training Workshop #11 : eCommerce & Ad Manager – 23rd June 2026

🎓 HighLevel Live Training Workshop #12 : Advanced Marketing – 30th June 2026

🎓 HighLevel Live Training Workshop #13 : AI Employee – 7th July 2026

🎓 HighLevel Live Training Workshop #1: HighLevel Foundations for Beginners – 28th July 2026

🎓 HighLevel Live Training Workshop #2 : Simple Email Marketing – 4th August 2026

🎓 HighLevel Live Training Workshop #3 : Calendars & Appointments – 11th August 2026

🎓 HighLevel Live Training Workshop #4 : Sales Pipelines & Opportunities – 18th August 2026

🎓 HighLevel Live Training Workshop #5 : Automation & Workflows -25th August 2026

Book Review. Endless Customers by Marcus Sheridan

The Ask. What’s The Best Survey Funnel Software Bucket.io Alternative for Ryan Levesque’s Ask Method (HighLevel)

Book Review: Scorecard Marketing by Daniel Priestley

Book Review: The Psychology of Money by Morgan Housel

Clear, practical, and genuinely enjoyable – The Personal MBA is a book that’s earned its permanent place on my shelf

DotCom Secrets (2020 Edition Review) by Russell Brunson – A Must-Read for All HighLevel Users

Wow! Just Read: Sell Like Crazy – Sabri Suby

Have you read “The Ultimate Sales Machine” by Chet Holmes ⭐⭐⭐⭐⭐

Selling to Serve – James Asford – GoProposal

Have you read ‘They Ask You Answer’ by Marcus Sheridan ⭐⭐⭐⭐⭐